1.       What are the key factors to consider when launching a platform in a new regional market?

I believe that compliance and legal considerations should be the first priority when entering a new market. Each region has its own advertising regulations, such as GDPR in Europe and LGPD in Brazil, LFPDPPP en México, so it is essential to ensure that our data protection policies align with local laws.

Also, it is very important to do market research before starting the project. From our market research, we know that LATAM presents a strong growth opportunity. While there are major competitors in the region, our Kit Platform stands out by combining digital marketing strategies with AI, offering a unique competitive advantage to our clients. Additionally, our 24/7 dedicated support ensures a seamless experience for partners and advertisers. 

2.       How can companies ensure their platform aligns with the cultural, regulatory, and consumer behavior differences of a new market?

First, localizing content and communication is essential. Using the local language for support, marketing, and platform interactions significantly increases engagement and trust. Additionally, adapting messaging to align with local values, traditions, and preferences enhances user connection.

While we integrate AI-driven solutions, we also have a dedicated local team to provide the best possible experience for our clients. Optimizing UX/UI to match local browsing habits—such as adopting a mobile-first approach—is crucial for usability.

Understanding consumer behavior is another key factor. Adapting the platform to how users search for information, their payment preferences, and their overall digital habits ensures a seamless experience.

Finally, building strong local partnerships with agencies, media partners, and businesses plays a vital role in market expansion, helping us establish a solid presence and drive growth. 

3.       How important is local technological infrastructure in determining the success of a platform in a new region?

It is very important. We cannot launch a platform without a local tech infrastructure or not understanding the local consumer behavior and local preferences.

A strong local technological infrastructure is crucial for the successful launch and operation of a platform in any new market. Without it, even the most advanced platform may face performance issues, low adoption rates, and security risks.

Before launching, it’s essential to deeply understand the region’s habits and regulatory requirements. A platform must be optimized for local consumer behavior and preferences, ensuring seamless usability, fast transactions, and compliance with data protection laws.

Additionally, adapting to local browsing habits, device preferences, and security challenges helps create a frictionless user experience, increasing engagement and long-term retention. Without this localized approach, a platform risks failing to gain traction in the market.

4.       What role do local partnerships play in accelerating market penetration and adoption?

Building strong relationships with local partners is essential for successfully growing in a new market. They have in-depth knowledge of the local landscape, consumer behavior, and industry dynamics, giving us a strategic advantage.

By combining our advanced technology with their market expertise, we can accelerate growth and achieve our goals more effectively. However, it’s equally important to collaborate with reliable and trustworthy partners to ensure high-quality service and long-term success for our clients

5.       How should companies adapt their pricing and revenue strategies to fit the economic landscape of a new region?

We collaborate closely with our partners to offer better pricing and exclusive discounts, such as providing larger discounts for pre-payments. Additionally, we create tailored packages that not only help our clients craft an effective marketing strategy but also ensure they receive competitive pricing and a seamless overall experience. This approach allows us to deliver maximum value while meeting both budget and strategic goals.

6.       How can companies ensure their platform remains scalable and sustainable in a new market over time?

Innovation and creativity are crucial in this rapidly evolving market. As we work in digital marketing, the landscape is constantly changing, which presents a challenge in staying current. However, it’s essential to remain updated if we want to deliver a high-quality product. Today, we have several tools to keep us at the forefront, and AI plays a pivotal role in helping us stay ahead. By leveraging AI, we can continuously update our strategies, ensuring they remain scalable and sustainable in the long term.

1.      How can businesses strike a balance between adopting innovative tools and avoiding the risk of “enshittification” – where tools lose value over time? 

“Many businesses fall into the trap of seeing their tech stack as something they build and then leave alone. This simply doesn’t work in the modern business environment. Commercial needs change, customer expectations are in a state of constant flux and the rapid evolution of technology means new tools and platforms are launching all the time. Consequently, businesses that don’t have in place a process or review and renewal of their tech can find that the platforms they use degrade over time to the point that they hinder the effectiveness and efficiency of their company.

“Some monolithic solutions, which may have been cutting edge five or ten years ago, are now being used in ways they were never intended. On paper they may seem to do everything a business needs, but in practice, because the platforms have had to evolve far beyond its original design, the user experience and functionality has suffered.

“Embracing composable solutions can be the best approach. Businesses can choose the services they need from a range of different suppliers and build a tech stack tailored exactly to their needs. When these needs change, they can easily swap in tools they now need.”

2.      How can businesses identify and prioritize platforms that enhance workflows and improve usability over those driven by vendor hype? 

“Nothing beats talking to people who have practical experience of using a platform. Listen to your team, particularly your developers, what have they used? What have their colleagues and friends used? Most businesses will have a range of client case studies on their websites. There’s nothing wrong with reaching out to individuals at these companies to see what they really think. Although don’t just ask the CTO or senior managers - real insights into how a platform performs will be found in the team members who use it on a day-to-day basis.” 

3.      What strategies can organizations use to avoid becoming too dependent on monolithic systems that might degrade in functionality over time? 

“It’s really important to avoid being locked into a long, inflexible contract with a monolithic provider. Many of these companies trade on their name - the safety, long term stability and fixed resourcing can all be very attractive but it comes at a cost - freedom of choice.

“If you feel you have no alternative but to choose a monolithic provider, ensure that there are break clauses. It may cost you more upfront but this may pale in comparison to, in a few years, being saddled with a solution that inhibits or damages your business’ operations.

“Ideally, go down the composable route and choose a host of suppliers that offer more flexible terms.”

4.      In what ways can businesses ensure that their martech solutions remain scalable and future-proof, even as technologies and market needs evolve?

Scalability and future-proofing require flexibility at the core of any martech strategy. Businesses should focus on adopting modular solutions that allow them to evolve with market changes rather than being locked into rigid systems. The key is to select technology that integrates seamlessly with emerging tools, ensuring adaptability as new innovations enter the space.

A composable approach is particularly effective in this regard. When companies can build a stack that meets their exact needs - rather than conforming to an all-in-one solution that may not keep up - they gain the agility to scale efficiently. Storyblok, for example, follows this principle by providing a headless CMS that integrates effortlessly with various technologies, allowing businesses to future-proof their content operations without unnecessary technical debt. Regularly assessing the martech stack and ensuring that each tool continues to add value is also critical. When businesses take a proactive approach to evaluating their technology, they can ensure it grows with them rather than becoming an obstacle to progress.

5.      Why is it important for companies to champion integrations, and how can they ensure their tools work seamlessly with a variety of systems and platforms? 

Integrations are fundamental to building an efficient and scalable martech stack. A company’s ability to connect different tools determines how well data flows across teams, how seamless workflows become, and ultimately, how effectively they engage with customers. Without strong integrations, businesses risk creating silos that slow down processes and limit their ability to respond to changing demands.

Choosing technology that is API-first and built with interoperability in mind is key. Solutions that embrace an open approach enable businesses to connect with the platforms they already use rather than forcing them into a single ecosystem. Storyblok takes this approach by allowing brands to integrate their content seamlessly across various digital channels, ensuring they maintain flexibility as their tech stack evolves. When companies prioritize solutions designed for connectivity, they set themselves up for long-term success, avoiding the inefficiencies that come with disjointed systems.

6.      How can marketers collaborate with tech vendors to ensure their tools remain effective, user-friendly, and responsive to changing needs?

Strong collaboration between marketers and tech vendors is essential to ensure that tools continue to meet real-world needs. The most effective platforms are shaped by ongoing feedback from the people who use them daily. Marketers who actively engage with their technology partners—by sharing insights, participating in early product discussions, and advocating for usability improvements—play a role in shaping solutions that align with evolving business goals.

Technology should enhance efficiency rather than introduce complexity. Vendors that prioritize user experience and flexibility, like Storyblok, understand the importance of building solutions that adapt to how businesses work, rather than forcing them into rigid processes. When marketers establish a two-way dialogue with their tech providers, they not only improve their own workflows but also contribute to the development of tools that drive better outcomes across the industry.

1. In what ways can natural language processing capabilities in audience segmentation tools improve the efficiency of market research?

Natural language processing allows users to analyze and segment large datasets based on user intent in short periods of time, reducing the need for manually filtering audience attributes. NLP tools can generate complex audience expressions, saving marketers time while also improving precision and efficiency. This way, users can uncover consumer insights faster, leading to high-quality data-driven marketing strategies.

2. What are the implications of rapid audience segmentation on real-time marketing campaigns and customer outreach efforts?

By utilizing audience segmentation within seconds, marketing efforts become more agile with real-time data. Marketers are given the opportunity to react to rapidly changing consumer behaviors to launch more targeted campaigns and better align their messaging. The speed of the segmentation efforts allows brands to engage with the right audiences at the right time to encourage customer engagement.

3. How can organizations ensure the ethical use of AI-powered audience segmentation tools in their marketing practices?

Organizations need to prioritize data minimization, which uses only necessary data, pseudonymized and cached where possible, following compliance regulations, and maintaining some form of human oversight. When using AI-powered tools for marketing, transparency and consumer consent remains a key factor in data sourcing along with proper licensing to build trust. AI guardrails have been installed in the U.S. to prevent the misuse of personal data. Each state’s data privacy law is considering AI now as more organizations adopt these tools, so marketers need to leverage AI responsibly to avoid going down a slippery slope.

4. What training and skill development are necessary to effectively utilize AI-driven audience segmentation tools?

Building audiences can be extremely time-consuming and usually requires an understanding of Boolean terms and how to find exactly what you’re looking for using them. Ideally, AI-driven audience segmentation tools should be intuitive and simple to learn for marketers of all different skill levels. We made sure that Resonate’s rAI-powered Audience Builder gives users simple natural language prompts so that anyone can quickly and seamlessly create custom audience personas. Users can simply type in plain English what audience they want to create and rAI-powered Audience Builder will select the most appropriate attributes and build the Boolean logic-based audience expression for them with a single click.

5. What are the potential challenges and solutions in integrating AI-powered audience builders into existing data analytics frameworks?

General concerns about integrating AI-powered audience builders with existing data analytics frameworks include data compatibility, scalability and integration complexity – but all have simple solutions. For example, integration complexity can be reduced by using middleware or APIs to help facilitate communication between two different systems.

AI tools, including AI-powered audience builders, are only as strong as the data they are given. Resonate has been perfecting its AI-powered models for more than a decade to be able to predict and deliver the most comprehensive, updated understanding of consumer behavior. That’s why implementing practices like data minimization, hashing and pseudonymizing data are so important to start with. They lower levels of data bias and give marketers confidence in the ethical nature of the data they receive.

6. How can AI-powered audience segmentation tools be customized to meet the unique needs of different sectors?

The beauty of tools like rAI-powered Audience Builder is that it allows users to build complex, tailored audiences quickly and efficiently. Building complex audiences used to take hours, but rAI-powered Audience Builder creates them in seconds. This type of tool allows marketers across industries to dive deeper into strategy and the audiences they want to reach, creating potential to reach untapped or nuanced audiences and markets. It can also help find aspirational audiences to use in developing messaging strategy by using broad audience descriptors such as, “build an audience of people who like a lot of excitement in their lives.”

SurveyMonkey, the world’s most popular platform for surveys and forms, recently announced a series of updates to its market research solutions designed to help organizations of all sizes conduct more advanced research faster. We connected with Scott Monroe, SurveyMonkey’s Director of Product Marketing, to discuss how these newest advancements will help end-users make more informed, data-driven decisions:

1. How can organizations leverage expanded global survey panels to gain deeper insights into diverse consumer behaviors and preferences?

If organizations want to make smarter, more data-driven decisions, leveraging global survey panels is a great way to start. Getting feedback from the right people at the right time can help uncover market trends and nuances in customer buying habits or preferences. Additionally, broader audiences provide broader insights, which can help with building the right product, validating a new marketing strategy, or improving customer experiences online and in person.

2. How does access to a more extensive and diverse respondent pool impact the reliability and validity of market research findings?

When feedback is needed on an idea or concept, a larger, more diverse panel provides more trustworthy insights. A bigger audience means you’re hearing from a true mix of people, not just a small, skewed group. Plus, it helps reduce bias, so your results aren’t accidentally leaning too much in one direction. The bigger and more varied your sample, the clearer and more reliable your insights will be.

3. What strategies can businesses use to integrate enhanced market research capabilities into their decision-making processes?  

Sometimes feedback from a small sample, or even a hunch, can drive big, strategic decisions that impact business. Hunches are good, but bolstering them with data is better. Organizations can use market research to validate those new ideas and determine whether they are viable or not. Even if a company is already very data-driven, market research adds another level of insight that can inform building new products, creating new services, or better serving customers. 

4. What are the potential challenges and solutions in adopting new market research technologies within various organizational structures?

Anytime new technology is introduced to a company, some people may be slow to adopt–or even to use it at all. There may also be a preconception that it’s going to be slow and expensive. But it doesn’t have to be that way, because today’s market research is simpler to conduct and faster to insights. A solution to these potential challenges is to choose a market research provider that is easy to set up, intuitive to use, and able to provide powerful insights affordably. Ensure they have proven expertise and experience, as well as proof points to back it up.

5. What role does real-time data collection and analysis play in shaping marketing and product development strategies? 

Most marketing and product teams want feedback from target markets quickly, so timing is crucial. Marketing teams may be looking to launch a new campaign, and they want to validate a couple of different creative concepts to see what resonates. Having the ability to get close to real-time feedback like this helps them decide quickly on creative direction and get their campaign in the market faster.

6. How can businesses measure the return on investment (ROI) when implementing advanced market research solutions?

There are several metrics that can help determine the ROI of market research initiatives. Let’s say an organization conducted market research on a concept for a new product to add to its portfolio. And, in this case, the research validated the idea and indicated that consumers were willing to buy it. After the product is launched, there are some questions to answer that will provide insight into the ROI: How much new revenue was created from sales? Did the business improve market share? What was the customer satisfaction score for the new product? To truly measure the ROI of market research, organizations can also track results such as cost savings and revenue growth, as well as benefits like time-to-insights. 

1. How can brands use conversion and engagement data to tailor their messaging for specific customer segments?

There are so many ways. Let’s tackle two examples at different stages of the customer journey. First, let’s address purchasers. Brands can use conversion data to send personalized post-purchase messages to recent customers designed to enhance the purchase experience. These messages might include a “thank you” email, one providing how-to or product care instructions based on their purchased items, and a customer service-oriented message.

This series of messages could be tailored based on products and purchase histories. This way, repeat shoppers are treated to a different experience than first-time customers. Post-purchase emails are under-utilized by brands, maybe because they don’t think they work. However, post-purchase messages convert nearly 15x better than scheduled campaign emails.

Another example would be for new email subscribers. Commonly, brands send the same series of welcome emails to all subscribers. However, brands can use engagement data, specifically email link clicks, to send a tailored message to different recipients.

For example, users who click on the “men’s” link in the welcome email could be sent messages featuring top-rated men’s products while those who click on the “women’s” link could be sent messages featuring top-rated women’s products. More than half the people who click on a welcome email go on to make a purchase. Generating additional clicks by sending relevant emails means additional sales.

These are two examples of ways brands can use just about any piece of data to make experiences more relevant for their customers.

2. What techniques, such as social proof or scarcity tactics, can build trust and encourage quicker purchasing decisions?

As far as building trust with consumers, I tell brands to focus on the value-adds. These include things like fast and free shipping, return policies, customer service availability, and product quality. By promoting these across the website and in emails, especially high-intent ones like cart abandonment, brands can help build consumer confidence in the brand and its products.

For encouraging quicker purchasing decisions, scarcity and social proof are powerful tools. Brands should feature top-rated products in their emails, especially in their welcome series. Featuring top-rated products helps guide users toward high-quality items, and the built-in product reviews provide consumer confidence.

Back-in-stock emails are also great messages — or even subject lines — to use to generate quick sales. These messages are effective because they combine social proof (they sold out once) with a sense of urgency (they’ll sell out again). This combination is what makes them so effective. Back-in-stock emails have a conversion rate (5.3%) nearly double that of the second-best performing email (welcome).

3. What role does automation play in converting first-time buyers into repeat customers?

A major one. In fact, automation plays a major role in converting every type of buyer. In 2024, automated emails accounted for 37% of all email marketing orders and only 2% of sends. Think about this. Nearly two of every five orders come from an automated email.

The reason they are so effective is the majority of them are sent at high-intent stages of the customer journey, whether it’s signing up for an email program, browsing products on a website, or abandoning a shopping cart. Each of these actions indicates an intent to shop.

I spoke before about creating post-purchase emails to improve the customer experience, thereby increasing the chance of retention. Automated messages play a crucial role in improving the customer journey by sending relevant messages at relevant times. Brands looking to maximize their sales should look to automated email and SMS.

That being said, not all automation is created equal. Brands should execute a welcome, product abandonment, and cart abandonment series before anything else. These messages will generate the bulk of sales. From there, I’d then move on to post-purchase and other series of messages that make sense for specific brands.

4. How can brands ensure their marketing messages remain relevant and personalized across multiple channels?

Well, automation is a start. I mentioned how these are sent at specific times based on behavior. Launching these messages will help ensure customers are receiving relevant messages. From there, it’s about using data that makes sense for each brand.

I mentioned earlier about using click data to customize welcome messages and purchase data to customize post-purchase messages. But there is virtually no limit to how brands can use data to segment their customers.

For example, brands can send different cart abandonment messages to individuals based on the cart total or their purchase history. They could combine channels for subscribers to both email and SMS programs, and customize messages for those only subscribed to one. They could send new product alerts to customers who purchased similar products in the past. Or they could send winter-related product emails to customers in cold-weather cities and beach-going products to those in warmer climates. There’s really no limits to what brands can easily do.  

If a brand chooses a single piece of data they could find a way to use it. I’d encourage brands to start small, focus on the data that matters to them and their customers, and build from there. Brands don't need data scientists to be successful. They just need a little bit of data.

5. How do customer reviews and back-in-stock alerts influence consumer behavior and decision-making?

They’re both forms of social proof, and, as we discussed, social proof is gold. Product reviews help build consumer confidence in a brand and its products. The last report on reviews I saw said that 99% of all shoppers look at product reviews. For most products, I bet this is 100% — especially for new customers shopping with a brand.

Collecting reviews is important for brands, but using them is where the magic lies. Showcasing top-rated products in email and SMS can be a sales generator, especially for shoppers new to your brand. Sending dedicated emails to shoppers who left four or five-star reviews can be a successful strategy when new products drop. Showcasing reviews in cart abandonment messages may be the nudge customers need to complete their orders, and showcasing testimonials from product reviews in your emails is a great way to promote brand value-adds.    

Use social proof everywhere you can.

6. How can businesses adapt to shifting consumer preferences for first-party communication channels over third-party platforms?

First, focus on list growth. Open rates for emails continue to increase year after year, and performance metrics remain strong — especially during peak seasons like BFCM. Consumers like first-party channels so make it easy for them to sign up. Use a website popup that collects email and mobile numbers. This will ensure all visitors, even those coming from social networks, have an opportunity to join your lists.

A word of note: be sure to make the mobile number field optional. While SMS continues to be adopted by more and more consumers, there’s nothing more frustrating for those who want to sign up for only your emails to be forced into signing up for SMS. Allow those who prefer one channel to be in one channel. 

Another way brands can adapt to this reality is to find an email provider that integrates with third-party platforms like Meta and Google. Using email, SMS, purchase, and web activity data to retarget lost shoppers with dedicated email and SMS campaigns can recapture lost customers and reduce paid retargeting costs.

When brands rely primarily on third-party channels they leave themselves vulnerable to decisions outside of their control, such as platform bans, algorithm changes, and data-sharing agreements that can drastically impact their performance and costs. First-party channels don’t face these same concerns. Brands should lean into this to create a holistic marketing program that provides relevant experiences and fosters brand-consumer relationships.

How does AI enhance personalization in marketing automation, and what impact does this have on customer engagement and conversion rates?

Ryan: By analyzing customer data—like behaviors, preferences, and demographics—and using that to create more relevant, timely content, AI can help personalize your marketing efforts. It allows businesses to send tailored emails with personalized subject lines, localized content, promotions, or product recommendations, making the customer experience feel more individualized. 

This kind of targeted outreach leads to higher engagement, as customers are more likely to open emails and take action when they think (and feel) the content speaks to their specific needs. As a result, it often boosts conversion rates and helps businesses build stronger customer relationships.

In what ways does AI improve the process of lead nurturing through marketing automation, and how does this contribute to the sales funnel?

Ryan: Today’s AI tools can help you eliminate time-consuming tasks like automating follow-up emails, segmenting leads based on behaviors, and providing personalized content recommendations. By analyzing these past interactions, it can also predict which leads are most likely to convert, ensuring the right message reaches the right person at the right time. And, by automating these tasks, businesses can stay top of mind without overwhelming their teams. This is a more efficient nurturing process that can help you move leads smoothly through the sales funnel, increasing the likelihood of conversion.

How is predictive analytics helping businesses anticipate customer behavior and make data-driven marketing decisions?

Ryan: Predictive analytics uses historical customer data to forecast future behaviors. For instance, it can predict when a customer is likely to make a purchase or even when they might churn. With these insights, businesses can proactively adjust their marketing strategies, offering targeted promotions or re-engagement campaigns so your business stays top of mind. By taking a more data-driven approach, you can ensure you’re focusing your resources where they’re most likely to drive results, helping optimize marketing efforts, maximize ROI, and ultimately, drive sales. 

How does AI enable real-time adjustments to marketing strategies, and what impact does this agility have on business growth?

Ryan: If something isn’t working, AI can suggest or implement changes—whether it’s adjusting subject lines, targeting, or content. This agility helps businesses stay relevant, respond to customer needs faster, and continually improve their strategies. Plus, it allows you to make real-time adjustments, continuously monitor campaign performance – tracking metrics like open rates and engagement – and quickly identify trends. As a result, businesses can grow by staying competitive, improving customer experiences, and maximizing their marketing impact. 

What challenges do businesses face when adopting AI-driven marketing automation, and how can they overcome them?

Ryan: The biggest challenge is often the complexity of integrating AI with existing systems and processes. For many small businesses, the technology can seem intimidating and overwhelming. However, AI tools designed specifically for small businesses can simplify this, helping you fit automation into the marketing work you’re already doing. 

To overcome these challenges, businesses should start with easy-to-use AI tools that automate routine tasks (like content creation and segmentation) and gradually scale as they get more comfortable. Don’t forget: Maintaining the human touch is still important and keeps your content authentic—AI should assist, not replace, personal insights.

How do businesses measure the return on investment (ROI) of AI-powered marketing automation, and what metrics are most indicative of success?

Ryan: You can start measuring your results by looking at metrics like engagement rates, conversion rates, and customer retention. For example, if AI helps you generate more relevant emails, leading to better open rates and more clicks, that directly impacts revenue. You can also track how much time and effort AI saves by automating repetitive tasks, resulting in increased efficiency. By evaluating both the financial return and time savings, businesses can gauge the full value of their AI investment.

What are the psychological and cultural implications of removing a platform deeply embedded in users' daily lives? 

The millions of users who flock to the platform daily have become dependent on this source of information. Users come to the platform to learn about current events, share their personal experiences and even foster new communities of likeminded individuals near and far. Dissipating a platform that has become a massive sociocultural communication tool could potentially create a void at the individual, community, or cultural level. The platform’s user community at large along with any sub-communities who depended on this platform may be forced to displace their feelings of solidarity and support; ultimately, dealing with the stress of sudden disconnect and the burden of fostering this once global, sociocultural connectivity elsewhere.  

What strategies can marketers use to avoid "shiny object syndrome" when navigating shifts in the social media ecosystem? 

I believe a solid marketing strategy should be data-driven and balance proactive and reactive approaches. To me personally, defining your brand’s core values is the foundation. You must ensure that no matter what “shiny objects” arise, your brand is recognizable, consistent, and authentic in any trends you lead or join. With this in mind, do research on your audiences, new and old. Stay true to the brand, cater to these valuable audiences, and let the performance data and measurable metrics tell you the rest. That way at any time, you can pivot your attached audiences as you redefine your strategy in accordance with ever-changing macro or micro trends. 

How can marketers prepare for the emergence of new platforms if TikTok were to be banned? 

To prepare for the emergence of new platforms, it’s important to monitor social and e-commerce trends. Research your customers; possibly even ask your loyal audiences where they are headed. Think through nuanced methods of reconnecting with your audiences as a consolidated community, elsewhere. With these insights in mind, think through a strategy that pivots well via a flexible / adaptable content strategy with a strong thread to create a loyal, core community that can locate you on any new / trending platform and help jumpstart your growth. In a nutshell, the advice boils down to “stay ready, so you don’t have to get ready.” 

What lessons can marketers learn from the resilience of platforms like TikTok in the face of potential bans? 

Humans are innately social beings that thrive on connectivity and content-sharing as a tool to learn, grow, and entertain. Regarding the rise and fall of any social platform, marketers should learn to LEARN; and learn to learn FASTER – it does not matter if it’s short or long-form content. New platforms, new trends, new tools, new content preferences, every day the meaning of new evolves exponentially. Stay curious, stay creative, and stay nimble… admit no day is ever the same, then grow from there!

How important is platform diversification in a marketer’s strategy to mitigate risks associated with potential bans? 

Platform diversification is a must, regardless of “bans. Everybody in the USA is talking about the price of eggs recently, right? Here you go: putting all of your eggs in one basket isn’t just an added risk, it is also likely leaving money on the table. Testing and learning from other platforms can be so rewarding, and the results will surprise you. For example, if your business is only selling via TikTok Shop now, that does not mean you’re dependent on the TikTok algorithm through-and-through. Try something new while being weary of spreading thin! Echo the data-driven learnings from your TikTok success (in an adapted form) on another platform that you learn holds similar or complementary audience interests. This can lead to a trove of growth: stronger brand visibility and reach, new and untapped audiences, and potentially: a stronger Plan B to mitigate the risks of platform dependency. 

What opportunities might arise for marketers in the event of TikTok’s absence from the social media space? 

Endless opportunities! For those marketers who have followed TikTok’s boom but were too late to jump on in… this is your chance! Research the social trends, follow the data and jump in with creative, unique content that speaks to your brand. For marketers who were on TikTok, there is the unique opportunity to reignite the conversation about your brand elsewhere and engage with your audiences in fresh, exciting ways!

1. How does Rocketlane ensure seamless collaboration between teams and customers during onboarding and implementation? 

Seamless collaboration is all about shared accountability and transparency between teams and customers. Rocketlane acts as a single source of truth, so everyone has access to shared timelines, clear task ownership, and real-time updates. It also brings together documents, meeting notes, tasks, projects, and updates into one all-in-one portal, so customers aren’t left tracking things across siloed systems. This helps our clients avoid the silos and miscommunications that can slow down onboarding projects.

To keep everyone aligned, Rocketlane automates publishing updates to project team members at defined intervals, clearly calling out risks, delays, and next actions to eliminate confusion. These updates are delivered not only to the customer portal but also via email or Slack, ensuring they reach people where they’re already communicating. 

We also recently launched our customer portal, making it easy for clients to stay up to date with minimal effort, while our vendor portal helps streamline team operations on our side.

Plus, we use AI-driven insights to predict risks like delays in task completion, low team engagement, or miscommunications, and give actionable recommendations, which helps teams tackle potential roadblocks before they become problems.

Rocketlane combines structure with flexibility and makes sure every onboarding experience is smooth and successful.

2.How does Rocketlane's platform balance standardization and customization in workflows to cater to diverse business needs?

We provide standardization through project templates and playbooks, helping businesses create consistency and repeatability in their workflows. These templates can be as granular as you need them to be for different aspects you may want to standardize. They can be customized at every level—tasks, milestones, roles, and even what the customer sees—so they fit each client’s unique needs.

The magic lies in setting up templates not just for project plans and flows, but also for documents, meeting notes, communication to be sent out, governance rules, warnings, escalations, and even weekly status reports. This way, you can codify your way of working, even if the specifics of a project vary. You can also set up rules tailored to specific "types" or "sizes" of projects—for instance, enterprise projects versus velocity projects can have entirely different templates across the board.

On top of that, Rocketlane can standardize how you conduct reviews, manage risk, staff projects, and more. Features like custom fields, dynamic task allocation, and role-based access give teams the ability to fine-tune workflows however they need. 

Rocketlane also integrates with tools like CRMs and Slack, seamlessly fitting into each customer’s existing ecosystem without disrupting their current workflow.

3. How do you measure the success of customer collaboration during service delivery projects?

Success in customer collaboration comes down to alignment, engagement, and outcomes. Rocketlane tracks metrics—like task completion and CSAT scores—and gathers feedback through surveys and reviews.

We use automation and intelligent systems to help us spot risks early, like low engagement or communication delays. But ultimately, success means the customer feels supported, aligned with the team, and achieves their goals.

4. Can you provide examples of how Rocketlane's trifecta of project, resource, and customer management has transformed a client’s service delivery performance?

One good example is GoCardless. Before using Rocketlane, they were dealing with a lot of fragmented workflows and delays. Once they started using our platform, things started to improve. They started automating tasks and timelines which helped them manage projects more efficiently. They also got better at allocating resources and gave clients real-time visibility through the customer portal. This helped build trust and engagement, leading to faster results and higher satisfaction scores.

Another example is Chargebee, who had some complex onboarding workflows. Rocketlane helped them streamline processes, improving resource visibility and making it easier for customers to collaborate. This ultimately helped them reduce project turnaround times and improve stakeholder satisfaction.

5. How do you ensure that you remain scalable and adaptable for growing businesses or enterprises with complex workflows?

At Rocketlane, we’ve built scalability and adaptability right into the platform. Businesses can start with what they need and easily grow as things get more complex. Our modular design lets customers scale up without disrupting anything, so it’s seamless.

As teams expand, role-based access ensures everyone sees only what’s relevant to them—keeping things clutter-free. Our platform integrates effortlessly with the tools they’re already using, so there’s no need to overhaul their workflow.

We also use AI to spot potential issues before they happen, helping teams stay ahead of the game. For larger businesses, we offer features like SSO and multi-project management to keep everything running smoothly. We stay in touch with customers through ongoing feedback to make sure we’re continually adapting to their needs.

We remain scalable and adaptable by always learning from how our most mature customers customize and use Rocketlane. We use those insights to guide others and even productize the patterns we find useful so everyone can benefit from them.